DL
Donald R. Lyons
AMERITAS ADVISORY SERVICES
ARLINGTON, TX 76006
Some features on this profile are disabled
CRD#: 1763823
DL
Professional summary
Donald Robert Lyons, who also goes by Don Lyons, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Arlington, Texas and AMERITAS INVESTMENT COMPANY, LLC located in Arlington, Texas.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Donald has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Lyons
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS; *EMERGENT DEV GRP LLC; 355 TERRAMAR DR NAPLES, FL 34119; NON-INV REL; PURCHASE RESIDENTIAL LOTS; PASSIVE INVESTOR; START DATE=2/2008; *INDEXED ANNUITY SALE; SAME AS BRANCH; INV REL; SECURITY SALES; SALES AGT; START DATE=03/2008; HRS/MO=5; TRADING HRS/MO=0; INDEX SALES; *LYONS INVST GRP; SAME AS BRANCH; INV REL; DBA FOR MRKTING PURPOSES; AGENT; START DATE=07/2008; HRS/MO=160; TRADING HRS/MO=160; SALES OF INS PRODUCTS
CRS (Client Relationship Summary) - RIA
Click below to view Donald Robert Lyons's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 2000 E Lamar Blvd Ste 600, Arlington, TX 76006RIA
CRD#: 317245
ARLINGTON, TX
Current
November 16, 1987 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2000 E Lamar Blvd Suite 370, Arlington, TX 76006BD
CRD#: 14869
Arlington, TX
Past
November 17, 1987 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/11/2003)
RR
Arizona(6/17/2024)
RR
California(3/14/2005)
RR
Colorado(1/18/1996)
RR
Connecticut(4/3/2007)
RR
Florida(2/19/2003)
RR
Georgia(5/20/2008)
RR
Idaho(9/28/2020)
RR
Illinois(10/2/2024)
RR
Maryland(10/25/2023)
RR
Michigan(9/5/2023)
RR
Minnesota(11/12/2014)
RR
Mississippi(5/17/1999)
RR
Nebraska(5/15/2003)
RR
New Jersey(4/29/2022)
RR
New Mexico(2/3/2021)
RR
New York(1/12/1995)
RR
North Carolina(8/1/2023)
RR
Oklahoma(10/20/2009)
RR
Oregon(8/20/2025)
RR
Pennsylvania(7/26/2022)
RR
Tennessee(2/3/2016)
RR
Texas(11/17/1987)
IAR
Texas(11/1/2021)
RR
Virginia(6/11/2007)
RR
West Virginia(11/19/1999)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
